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Broadridge

1,085 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 369 increasing their positions, 386 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 386

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

68% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $48.8M

Holders
1,085
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.5M
Puts
$48.8M
Net Calls
Net Calls Change

Top Sellers

1 -$312M
2 -$147M
3 -$133M
4
Millennium Management
Millennium Management
New York
-$76.6M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
976
Valued Wealth Advisors
Utah
$28K
GLF
977
Groupe la Francaise
France
$27.4K
TFA
978
Transamerica Financial Advisors
Florida
$27.3K
CI
979
Clal Insurance
Israel
$27K
MWM
980
Mascoma Wealth Management
New Hampshire
$26.4K
OC
981
Oakworth Capital
Alabama
$26K
FHC
982
First Horizon Corporation
Tennessee
$25.2K
RCM
983
Richardson Capital Management
Wisconsin
$23.8K
WWM
984
Wolff Wiese Magana
California
$23.8K
FWA
985
Flagship Wealth Advisors
Massachusetts
$23.8K
API
986
Asset Planning Inc
California
$23.6K
CSB
987
City State Bank
Iowa
$22.9K
CT
988
Caldwell Trust
Florida
$22.1K
SS
989
Sunbelt Securities
Texas
$21.6K
CAL
990
Capital Analysts LLC
Pennsylvania
$21K
WWA
991
Wealth Watch Advisors
Colorado
$19.3K
WA
992
WPG Advisers
Maryland
$19.1K
FMII
993
Farmers & Merchants Investments Inc
Nebraska
$19.1K
WA
994
Westfuller Advisors
New York
$19K
TTIC
995
Tower Trust & Investment Company
Iowa
$18.6K
STB
996
S&T Bank
Pennsylvania
$17.4K
GK
997
Graney & King
New York
$16.7K
PWMG
998
Private Wealth Management Group
New Jersey
$16.5K
CFS
999
CGC Financial Services
Oregon
$16.4K
MIM
1000
MTM Investment Management
South Carolina
$15.7K